-0.5%
RACE vs BUD
+32.7%
-33.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.6% |
| 7D | -3.9% | +0.5% | -4.3% | -4.0% |
| 30D | +6.8% | +7.4% | -0.6% | +4.5% |
| 3M | +1.3% | +4.3% | -3.0% | 0.0% |
| 6M | +26.3% | +5.3% | +21.0% | +23.7% |
| YTD | +13.8% | +33.2% | -19.4% | +5.9% |
| 1Y | -0.5% | +31.8% | -32.2% | -7.6% |
| All | -0.5% | +32.7% | -33.2% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling